Responsible for Team Hiring & driving branch Profitability Maximize sales performance to achieve the sales target of the Branch through following products like Mutual Funds, Fixed Deposit, PMS, AIF, Life Insurance, Home Loans / SME loans
Developing and implementing sales plans.
Delivery of Operating Profit Budgets for the Branch through revenue and cost management.
Formulating the strategies to increase client base.
Acquisition of HNI, Retail clients and Corporate Clients. Formation of new client acquisition strategy like corporate presentation, Investment awareness programs, through existing networking etc.
Maintain long term and deepening relationship with HNI / UHNI customers so as to increase revenue base for the company
Interacting with customers on a regular basis to ensure satisfaction and gain useful feedback.
Conducting regular sales and operations meetings.
Organising and executing training programs for branch personnel
Interacting with customers on a regular basis to ensure satisfaction and gain useful feedback.
Increasing brand awareness for the company within the community.
Organising marketing activities and events for the branch.
Monitor business analytics & publish MIS.
Recognising employee achievements and encouraging excellence in the work setting.
Briefing employees on current sales goals, promotions, and other relevant information.
Skill set
Minimum 3 years of experience in selling investment products. Excellent communication skill (mandatory)
An experienced candidate with existing AUM will be preferred.
Candidate with certification of either AMFI / NISM will be preferred.
Aggressive and confident individuals with strong client relationships.